Broker Check
Peggy Haslach, CFP®, CLU®

Peggy Haslach, CFP®, CLU®


Peggy has built her career working with female practitioners (veterinarians, doctors, and attorneys) and small business owners. At age 53 she made a career change when she saw, firsthand, the effect life events had on women’s financial security. She realized there were very few female financial advisors and financial advisors who could relate to the different planning needs of women and the LGBTQ community. 

See her BIO here.

To schedule an appointment to meet with Peggy, visit: